Institutional Ownership Eli Lilly & CO (LLY)
This table provides information about the institutional ownership of Eli Lilly & CO (LLY). We have compiled data on the 4,390 institutions that hold shares in the stock, with a total of 808 Million shares, which have been reported (via 13F filing form) to have a value of $646 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
330
shares
|
$263,782
0.19% of portfolio
|
Q4 2024
Reduced 92.76%
|
|
|
White Pine Capital LLC
Golden Valley, MN |
May 13, 2025 Q1 2025 |
330
shares
|
$263,782
0.1% of portfolio
|
Q2 2024
New holding
|
|
|
Mason Investment Advisory Services, Inc.
Reston, VA |
May 01, 2025 Q1 2025 |
330
shares
|
$263,782
0.02% of portfolio
|
Q1 2025
Added 22.22%
|
|
|
Banc First Trust & Investment Management
Oklahoma City, OK |
Jul 01, 2025 Q2 2025 |
329
shares
|
$262,982
0.12% of portfolio
|
Q2 2025
Reduced 18.16%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
328
shares
|
$262,183
0.05% of portfolio
|
Q1 2025
Added 4.13%
|
|
|
Ndvr, Inc.
Boston, MA |
May 15, 2025 Q1 2025 |
328
shares
|
$262,183
0.28% of portfolio
|
Q1 2025
Reduced 2.09%
|
|
|
Elevate Capital Advisors, LLC
Eagle, CO |
Apr 25, 2025 Q1 2025 |
328
shares
|
$262,183
0.25% of portfolio
|
Q1 2025
Reduced 3.53%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
May 14, 2025 Q1 2025 |
327
shares
|
$261,384
0.03% of portfolio
|
Q1 2025
Added 10.1%
|
|
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
May 07, 2025 Q1 2025 |
327
shares
|
$261,384
0.16% of portfolio
|
Q1 2025
Added 6.86%
|
|
|
25 LLC
St. Louis, MO |
Apr 14, 2025 Q1 2025 |
326
shares
|
$260,584
0.11% of portfolio
|
Q1 2025
Added 6.89%
|
|
|
Courage Miller Partners, LLC
|
Apr 28, 2025 Q1 2025 |
325
shares
|
$259,785
0.09% of portfolio
|
Q1 2025
Reduced 0.61%
|
|
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
May 22, 2025 Q1 2025 |
325
shares
|
$259,785
0.19% of portfolio
|
Q3 2021
New holding
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Apr 14, 2025 Q1 2025 |
325
shares
|
$259,785
0.14% of portfolio
|
Q3 2024
Reduced 13.33%
|
|
|
Act Advisors, Llc.
|
Jul 14, 2025 Q2 2025 |
324
shares
|
$258,986
0.12% of portfolio
|
Q2 2025
Added 4.52%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
324
shares
|
$258,986
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
May 01, 2025 Q1 2025 |
323
shares
|
$258,186
0.05% of portfolio
|
Q1 2025
Added 12.15%
|
|
|
Investment Advisory Services Inc
The Woodlands, TX |
Apr 23, 2025 Q1 2025 |
322
shares
|
$257,387
0.1% of portfolio
|
Q4 2024
Added 8.05%
|
|
|
Jessup Wealth Management, Inc
Dayton, OH |
Apr 29, 2025 Q1 2025 |
322
shares
|
$257,387
0.11% of portfolio
|
Q1 2025
Reduced 17.86%
|
|
|
Instrumental Wealth, LLC
Tampa, FL |
Apr 28, 2025 Q1 2025 |
321
shares
|
$256,588
0.26% of portfolio
|
Q1 2025
Added 11.85%
|
|
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
May 01, 2025 Q1 2025 |
321
shares
|
$256,588
0.17% of portfolio
|
Q4 2024
Reduced 1.23%
|
|
|
Peak Financial Management, Inc.
|
May 12, 2025 Q1 2025 |
320
shares
|
$255,788
0.08% of portfolio
|
Q1 2025
Reduced 12.33%
|
|
|
Palisade Capital Management LLC
Fort Lee, NJ |
Apr 28, 2025 Q1 2025 |
320
shares
|
$255,788
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Aspen Capital Management, LLC
Boise, ID |
May 05, 2025 Q1 2025 |
320
shares
|
$255,788
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Outlook Wealth Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
319
shares
|
$254,989
0.09% of portfolio
|
Q1 2025
Reduced 7.54%
|
|
|
Centennial Wealth Advisory LLC
|
Apr 21, 2025 Q1 2025 |
318
shares
|
$254,190
0.1% of portfolio
|
Q1 2025
Added 6.35%
|